Case Study
A mobile-first solution to streamline time tracking, approval workflows, and centralized reporting for Operations.
Services
Product Design
Product Development
Post-Launch Support
Industry
Private Equity
Client
Global Investment Firm
DURATION
2+ years
Services
Instant Time Logs & Clear Team Insights
Addressing defined business and user needs, we streamlined the time logging process — reducing input time and errors, enhancing ease of use, and enabling immediate visibility into logged data to support operational efficiency.
Effortless Sign-off
To ensure ease of use and anytime access, we enabled timesheet review and approval across all devices — adding structure, transparency, and traceability. Designed for high-volume environments, the solution helps managers quickly identify what requires their attention and act efficiently.
Allocation Overview
Targeted timesheet summaries were developed to meet the needs of different user groups, providing quick access to Deal-level insights and a clear breakdown of partner time contributions totaling 100%.
Timesheet Administration
To streamline timesheet management, we implemented role-based access, flexible workflow controls, and automated calendar handling for events and holidays. This allows the organization to manage timesheets efficiently while adapting to structural changes, ensuring oversight and operational alignment.
RESULT & Business Impact
Replaced manual Excel tracking with an integrated system, streamlining timesheet management and improving accuracy and usability across roles.
Delivered a unified platform for all employees—streamlining role-based access and timesheet workflows while reducing overhead and the cost of managing multiple systems.
Enabled smooth mobile and tablet access to ensure all users can manage timesheets conveniently, accurately, and in real time—regardless of location or device.
Accurate time tracking and real-time overviews provide full transparency for Deal Owners and Managers—enabling accountability, reliable analytics, and confidence in the system’s reporting.
A global growth equity firm tasked its Research Operations team with improving due diligence, knowledge access, resources, dashboards, and contact networks.
Investors lack real-time data on existing commitments, limiting their negotiating power with banks and counterparts.
Invest in solutions that streamline, improve, and scale.
